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Bourbon House - James "Jim" Carroll, CFA

Event Description

Presentation:  Dawn of a New Era for Oil and a New World for MLPs
MLPs have gone from the worst performing asset class in 2015(-33%) to one of the better performing asset classes (+8% ytd) despite a 25% drop in prices during the first part of 2016.  Despite the steep drop in oil prices from late 2014, midstream MLP fundamentals have been more consistent than investors realize.  However, most investors remain skeptical that MLPs can continue to maintain 7%+ yields with oil prices at current levels.  Join us for a lively discussion on the outlook for  both the global oil and market and  MLPs and why we believe significant investment opportunity exists in this group for longer term oriented investors.

Jim is Managing Director and Senior Portfolio Manager at Pointe Capital Management.  Jim is responsible for portfolio management, security selection, serving clients and developing Pointe Capital Management’s institutional practice.

Jim spent 17 years with Loomis Sayles as a Vice President and Equity Portfolio Manager where he co-managed the $6 billion large-cap value strategy, a long only energy fund and was a co-manager of the Loomis Sayles Energy Hedge Fund.  In addition, he spent 15 years with Paine Webber / Rotan Mosle as a Managing Director and Senior Energy Research Team Leader and Analyst.  Jim has been widely quoted on a variety of energy related securities and topics in numerous national publications, including the Wall Street Journal and Barron’s.  Most notably, Jim was selected as an Institutional Investor Magazine All-America Research Team - member from 1984-1996, and Ranked #1 Energy Service Analyst in the U.S. from 1986-1996 by Greenwich Associates.

Jim has an MBA from Wayne State University with a concentration in Corporate Finance and a B.S. from Wayne State University with a concentration in Economics. Jim has been is a CFA charter holder since 1976.

Event Type


Education Topic

Equity Investments

Start Time

9/28/2016 11:45 AM

End Time

9/28/2016 1:00 PM

Event Type


Event City

New Orleans

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Location Info

Bourbon House is located at 144 Bourbon Street in the New Orleans French Quarter.


James "Jim" Carroll, CFA

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Please email Aimee Ch​arrier to confirm registration for this event.

All Day Event




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Content Type: MyCFA Calendar
Created at 8/16/2016 2:30 PM by[CASMSTS:username]
Last modified at 9/1/2016 11:45 AM by[CASMSTS:username]